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February 9, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Diversification Isn’t Undefeated But It Never Gets Blown Out (Ben Carlson) “There are different levels of losses in the markets right now: If you own value stocks, it’s not too bad (down 2-3%) If you own an S&P 500 index fund, it’s a minor correction (down 6-7%) If you own the Nasdaq 100, it’s a correction (down 11-12%) If you own small caps, it’s a bear...

February 1, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Investment Lessons the Markets Taught in 2021 Part 1 (Evidence Investor) "Lesson 1: Valuations cannot be used to time markets." "Lesson 2: Active management is a loser’s game." "Lesson 3: Don’t make the mistake of recency; last year’s winners are just as likely to be this year’s dogs." "Lesson 4: Gold is not an inflation hedge over your investment horizon." "Lesson 5: The investment world...

January 26, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy Reframing Volatility (Michael Batnick) “When markets get volatile, we often hear people say, “ignore the noise.” But telling people to ignore the noise is telling people not to be people. It’s not practical advice. It’s important to contextualize short-term losses, but we can do better than this. Morgan Housel spoke about this idea, helping to reframe how we think about bear markets and recessions. If you view volatility...

January 19, 2022 in Dimensional, Economics, Evidence-Based Investing, Year In Review by
DIMENSIONAL’S MARKET REVIEW (Q4 2021 & TY 2021) It’s a wrap! 2021 market performance numbers are now available for the fourth quarter and the total year. Today, we share Dimensional Fund Advisor’s latest Quarterly Market Review, along with their 2021 Annual Market Review. “KEY TAKEAWAYS   Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near a record. While COVID-19 continued to dominate...

January 11, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy As Much of 2021 that Fits on One Page. 2021 was an extraordinary year in many ways. While unlikely that any single chart could convey what investors experienced, Avantis has assembled a few data points and headlines for a trip down memory lane. (PDF) Underestimate the U.S. Economy at Your Own Risk (Ben Carlson) “Unfortunately, after diversifying and creating a plan that fits within your risk profile and...

January 4, 2022 in Money & Finance, Our Physical & Mental Well-being by
Businesses, Stock Markets & the Economy 2021 Was One of the Best Years in the Stock Market History (Ben Carlson) “…if you were a buy-and-hold investor in the U.S. stock market in 2021, give yourself a pat on the back. You just lived through one of the greatest years of all-time in the stock market. It’s not always going to be this easy.” 10 Lessons from 2021 (Michael Batnick) Your Finances & other Wealth Management...

October 20, 2021 in Dimensional, Evidence-Based Investing by
As usual, there was plenty to be concerned about in years past if you paid close attention to the never-ending news cycle. But throughout, markets delivered strong returns as you can see in the excerpt below from page 4: It’s typical to think of capital markets as nothing more than constructions for conducting commerce and making money. That they tend to do over time. But markets are made of people, in all...

September 21, 2021 in Dimensional, Evidence-Based Investing, Investing by
“Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list, it will hopefully shed light on a few key principles, using data and...

July 20, 2021 in Dimensional, Evidence-Based Investing by
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q2 2021) + HAPPY BIRTHDAY TO INDEX FUNDS!   Quarterly Market Review (QMR) – Q2 2021 This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets (all arrows are green this past quarter!). The report also illustrates the impact of globally diversified portfolios...

July 1, 2021 in News, SAGE news, SageBroadview News by
The SAGEbroadview you know today is a team of seven with offices in three states, serving over 120 client households, and managing over $289 million in client portfolios. That level of growth was almost unimaginable back in 2004 when Larry and Sheri met for the first time after sitting next to each other at a financial planning conference. At that time, Larry was working part-time on wealth management activities at DHAS...